You’ve worked hard to reach your goals. So why not reap the rewards?
Our Premier Checking account takes your whole banking relationship into account, offering a personal financial advisor, interest rate bonuses, exclusive discounts, waived fees and access to our Investment Sweep when linked to a money market mutual fund. And that’s just the beginning!
Watch this quick video to learn more.
Your Premier Checking account is designed to reward you for your entire banking relationship with us. As a Premier client, you'll have access to a personal financial advisor and to our Investment Sweep when your Premier account is linked to a money market mutal fund.
Plus, you'll enjoy the following benefits and discounts:
You're also eligible for the following preferred pricing perks:
For all account details and applicable fees, download the Premier Checking Simple Guide (PDF) below.
Get the Simple Guide
BOK Financial Advisors is the brokerage affiliate of Bank of Texas and one of the Southwest's largest full-service brokerage firms. BOK Financial Advisors is conveniently located in most Bank of Texas banking centers, making it easy to work with a financial advisor.
You'll be able to link your Premier Checking account to your BOK Financial Advisors investment accounts for easy money management through Online and Mobile Banking. Plus, you'll get the following:
With Investment Sweep,6 turn your excess balances into investments, and make the most of your funds, by automatically transferring or "sweeping" un-invested funds into your money market mutual fund from your eligible checking account.
Start by setting the target balance for your checking account with your Financial Advisor (minimum of $10,000).
At the end of each day, we'll transfer excees funds above your target balance from your checking account to your money market mutual fund account.
If your checking account balance dips below the target balance, we'll transfer funds from your money market fund account back into your checking account to return the balance to your target balance.
The automatic transfer process occurs nightly (except on weekends and holidays) to maintain your preset target balance.
We each have our own ambitions and ideas of what retirement looks like. But getting there takes some thoughtful planning. But where do you start? Did you know that those with financial plans feel four times more secure about their retirement than those without?8
Fortunately, our experienced financial advisors are here to help.
We begin by listening to your unique situation and goals. Whatever your needs — from how to set aside money for retirement, to reducing unnecessary expenses to helping you reach your financial goals — our financial advisors can help you see the big picture.
Our comprehensive financial planning process focuses on several key areas of your financial life, including:
Whether you've just started to invest or you've already developed a portfolio, it can be a wise move to have the right financial advisor on your side.
Provide for those you love and cover the important things in life. We offer life insurance, long-term care, and disability policies to meet your needs.
Do you have a financial plan in place, so that you can live the life you want? Get the peace of mind you want now — and in the future — by talking with us today.
A comprehensive financial review with an experienced financial advisor will give you the confidence of knowing you’re headed in the right direction.
College is expensive, but with early planning and the right financial partner, you can save what you need to give your kids a bright start.
We look after your interests as you would. Make a plan and we'll help carry on your legacy.
